Welcome to Vick & Associates

The driving force of Vick & Associates is Dave Vick, 2013 SMA Advisor of the Year Finalist, creator of the ABC Planning Process and author of Bat-Socks, Vegas, and Conservative Investing.

Dave Vick is the founder and president of Vick & Associates, one of the newest - and arguably most producer-friendly - FMOs in the country. After many years in pastoral ministry, Dave began his financial services career in 1992, becoming an immensely successful planner and top producer. Dave later joined a Chicago-based FMO as their national sales manager and field mentor before launching his own FMO in 2013.

Read More

Vicktory Mondays with Dave Vick

Learn from top producers at our weekly agent business building webinars

Register  (To receive a weekly invite)

Tip Of The Day

Tip Of The Week

Tips of the Week are 3-5 minute videos on subjects that will help you increase productivity each week. From closing to the ABC model to setting right expectations for clients and more, V&A is here to help you each week with tips you can use immediately, all given by a 20-year top producer and SMA Advisor of the Year finalist, Dave Vick.

Hear More



Webinars require login access.